Valley Forge Investment Consultants Inc Adv Reduced Holdings in Q1 2025

Valley Forge Investment Consultants Inc Adv

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-90.1K
- 9.06%
$21.75 - $24.28 $1.96M - $2.19M
905K $20M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-72.6K
- 28.09%
$23.16 - $27.04 $1.68M - $1.96M
186K $4.36M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-44.6K
- 51.8%
$22.46 - $23.26 $1M - $1.04M
41.5K $960K
AAPL
Apple Inc.

Technology
-1.59K
- 16.32%
$209.68 - $247.1 $334K - $393K
8.16K $1.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-24K
- 14.89%
$27.01 - $28.54 $648K - $685K
137K $3.84M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-105
- 0.86%
$360.07 - $417.26 $37.8K - $43.8K
12.1K $4.35M
NVDA
Nvidia Corp

Technology
-2.05K
- 23.09%
$106.98 - $149.43 $219K - $306K
6.82K $739K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.66K
- 0.81%
$21.23 - $23.75 $56.4K - $63.1K
325K $6.99M
GOOG
Alphabet Inc.

Communication Services
-1.05K
- 20.12%
$156.06 - $207.71 $164K - $219K
4.18K $653K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-14K
- 15.51%
$25.77 - $27.6 $361K - $387K
76.3K $2.03M
MSFT
Microsoft Corp

Technology
-400
- 21.88%
$375.39 - $447.2 $150K - $179K
1.43K $536K
META
Meta Platforms, Inc.

Communication Services
-313
- 38.83%
$576.36 - $736.67 $180K - $231K
493 $284K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-380
- 3.71%
$126.86 - $146.45 $48.2K - $55.7K
9.86K $1.25M
VTV
Vanguard Value ETF

ETFs
-1.1K
- 10.38%
$167.73 - $179.21 $184K - $196K
9.46K $1.63M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.24K
- 24.97%
$25.81 - $28.52 $135K - $149K
15.7K $433K
VIG
Vanguard Dividend Appreciation

ETFs
-649
- 6.34%
N/A
9.59K $1.75M
VB
Vanguard Small Cap ETF

ETFs
-152
- 3.8%
$217.89 - $252.64 $33.1K - $38.4K
3.85K $852K
VO
Vanguard Mid Cap ETF

ETFs
-162
- 6.64%
$251.87 - $277.95 $40.8K - $45K
2.28K $589K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.13K
- 14.4%
$25.05 - $25.16 $53.4K - $53.7K
12.7K $318K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.21K
- 14.3%
N/A
13.2K $314K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.21K
- 14.22%
$23.9 - $24.18 $52.8K - $53.4K
13.3K $322K
VUG
Vanguard Growth ETF

ETFs
-2
- 0.16%
$369.1 - $427.61 $738 - $855
1.24K $460K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.11K
- 14.15%
$24.79 - $25.26 $52.3K - $53.3K
12.8K $323K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-222
- 3.48%
$126.11 - $135.06 $28K - $30K
6.16K $794K
FDX
Fedex Corp

Industrials
-8
- 13.79%
$230.33 - $281.53 $1.84K - $2.25K
50 $12K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-150
- 15.61%
$442.66 - $534.52 $66.4K - $80.2K
811 $431K
VOD
Vodafone Group Public LTD CO

Communication Services
-242
- 78.32%
$8.05 - $9.86 $1.95K - $2.39K
67 $0
PM
Philip Morris International Inc.

Consumer Defensive
-1
- 0.08%
$117.15 - $158.79 $117 - $159
1.33K $211K
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email